-57.5%
SGA price history and return analytics
+226.9%
-284.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +2.8% |
| 7D | -4.4% | -2.0% | -2.4% | -3.0% |
| 30D | -9.7% | -1.4% | -8.3% | -8.8% |
| 3M | -0.1% | +4.7% | -4.8% | -3.4% |
| 6M | -19.8% | +11.4% | -31.2% | -26.2% |
| YTD | -18.7% | +13.1% | -31.8% | -26.0% |
| 1Y | -21.0% | +19.0% | -40.0% | -30.9% |
| 3Y | -41.5% | +73.9% | -115.5% | -62.4% |
| 5Y | -31.7% | +65.4% | -97.1% | -54.9% |
| All | -57.5% | +226.9% | -284.4% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling